Financial Coordinator, Patient Financial Services, Penn Dental Medicine

University of Pennsylvania

1d • $20 - $30 • Onsite

About The Position

The Financial Administrative Coordinator works within the Patient Financial Services (PFS) department at Penn Dental Medicine (PDM). Reporting to the Manager of Patient Financial Services, this position primarily facilitates financial consultations with patients, students, and residents to present treatment plans and establish compliant payment options. The Coordinator serves as a key institutional resource for financial guidance, support, and billing training across various PDM specialty and clinical departments. Additionally, this role is responsible for regular reporting, merchant processor contract management, financial assistance administration, and account auditing to maintain revenue integrity and overall financial accuracy.

Requirements

• High School Diploma or GED required; Bachelor's degree preferred.
• 5 to 7 years of progressive experience in patient financial services, healthcare billing, or clinical administrative operations (or equivalent combination of education and experience).
• Proficiency with the axiUm electronic health record (EHR) system strongly preferred.
• Previous experience working in a healthcare environment strongly preferred; dental practice management experience highly desired.
• Hands-on experience with merchant processing platforms (e.g., CyberSource), recurring payment plan setups, and patient financial assistance workflows.
• Excellent interpersonal, organizational, and detail-oriented skills, with a proven ability to interact effectively with a diverse population of patients, faculty, students, and staff.
• Strong computer proficiency and analytical capabilities for auditing complex financial ledgers and generating operational reports.

Nice To Haves

• Bachelor's degree preferred.
• Proficiency with the axiUm electronic health record (EHR) system strongly preferred.
• Previous experience working in a healthcare environment strongly preferred; dental practice management experience highly desired.

Responsibilities

• Presents patients with comprehensive treatment plan payment options in strict adherence to PDM clinical practice guidelines and financial policies.
• Enters, submits, and manages patient payment plans within the practice management system (axiUm), ensuring clear and accurate documentation of consultation outcomes and financial arrangements.
• Serves as a primary liaison between clinical providers, patients, and central administration to facilitate smooth treatment acceptance and patient-focused financial experiences.
• Enters, updates, and maintains active payment contracts in CyberSource for both Penn Dental Medicine and Penn Dental Family Practice portfolios.
• Runs regular audit reports within the CyberSource system to verify contract accuracy, monitor recurring billing cycles, and identify payment exceptions or failed transactions.
• Intake, review, and process patient applications for PDM financial assistance programs.
• Executes approved patient account adjustments in accordance with submitted adjustment request forms and institutional financial authorization limits.
• Generates and analyzes weekly audit reports covering financial assistance applications and account adjustments to ensure policy compliance and accurate reporting.
• Serves as an accessible operational resource for dental students and residents, answering complex financial, billing, and insurance questions.
• Provides direct guidance and instruction to clinical providers on presenting treatment costs, navigating financial workflows, and supporting educational timelines.
• Conducts comprehensive monthly audits of patient accounts across both CyberSource and axiUm to ensure overall financial accuracy and ledger integrity.
• Identifies, investigates, and reports on outstanding patient balances, uncollected fees, and ledger discrepancies to support central billing operations.
• Designs and delivers cross-departmental training sessions for clinical staff, receptionists, and providers on current and updated billing processes.
• Assists in onboarding new clinical personnel to enforce standard operating procedures regarding patient financial access.
• Prepares and verifies accurate daily cash deposits in accordance with PDM cashiering policies.
• Generates regular and ad-hoc operational reports for pending treatment plans and delinquent accounts.
• Provide and maintain expertise in innovative solutions focused on the responsible stewardship of Penn Dental Medicine and its community experience.

Benefits

• Comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits
• Flexible spending accounts for health care and dependent care expenses
• Tuition assistance for employees, spouses, and dependent children
• Generous retirement plans (Basic, Matching, and Supplemental)
• Substantial time away from work (vacations, personal affairs, illness, injury)
• Long-Term Care Insurance
• Wellness and Work-life Resources
• Professional and Personal Development resources
• Access to University resources, cultural, and recreational activities
• Discounts on arts, entertainment, transportation, mortgages, goods, and services
• Flexible work options (non-traditional work hours, locations, and/or job structures)
• Home Ownership Services (forgivable loan for eligible employees)
• Adoption Assistance (reimbursement for qualified expenses)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED